HoldingsChannel.com
CRA Financial Services LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 46,771 -118 $17,062
     AAPL46,771-118$17,062
AMAZON COM INC 5,815 +52 $16,043
     AMZN5,815+52$16,043
SPDR SER TR (SDY) 122,598 -6,373 $11,181
     SDY122,598-6,373$11,181
MICROSOFT CORP 49,152 +1,079 $10,003
     MSFT49,152+1,079$10,003
VANGUARD SPECIALIZED FUNDS (VIG) 81,295 +1,966 $9,526
     VIG81,295+1,966$9,526
SCHWAB STRATEGIC TR 61,285 +1,079 $6,223
     SCHG61,285+1,079$6,223
VANGUARD INDEX FDS (VB) 41,262 -3,015 $6,013
     VB41,262-3,015$6,013
INVESCO QQQ TR      $5,404
     UNIT SER 121,824+21,824$5,404
SCHWAB STRATEGIC TR 101,260 +6,646 $5,240
     SCHD101,260+6,646$5,240
ISHARES TR (IVV) 13,400 -228 $4,150
     IVV13,400-228$4,150
ALPHABET INC 2,891 +102 $4,100
     GOOGL2,891+102$4,100
VISA INC 16,382 +414 $3,165
     V16,382+414$3,165
ISHARES TR (IJH) 16,931 -2,647 $3,011
     IJH16,931-2,647$3,011
HOME DEPOT INC 10,885 -2 $2,727
     HD10,885-2$2,727
FACEBOOK INC 11,667 +450 $2,649
     FB11,667+450$2,649
SPDR S&P 500 ETF TR (SPY) 8,210 -239 $2,532
     SPY8,210-239$2,532
ISHARES TR (HDV) 29,852 -2,722 $2,423
     HDV29,852-2,722$2,423
BERKSHIRE HATHAWAY INC DEL      $2,354
     BRK.B8,695-301$1,552
     BRK.A3UNCH$802
VANGUARD SCOTTSDALE FDS (VCIT) 23,361 +29 $2,223
     VCIT23,361+29$2,223
MASTERCARD INCORPORATED 6,877 +110 $2,034
     MA6,877+110$2,034
SCHWAB STRATEGIC TR 25,700 -122 $1,888
     SCHB25,700-122$1,888
ALPHABET INC 1,293 +27 $1,828
     GOOG1,293+27$1,828
VANGUARD BD INDEX FDS (BND) 20,071 +424 $1,773
     BND20,071+424$1,773
ISHARES TR (IJR) 25,207 -18,363 $1,721
     IJR25,207-18,363$1,721
ALIBABA GROUP HLDG LTD 7,667 -685 $1,654
     BABA7,667-685$1,654
CHEVRON CORP NEW 17,103 +29 $1,526
     CVX17,103+29$1,526
DISNEY WALT CO 13,684 -741 $1,526
     DIS13,684-741$1,526
VANGUARD INDEX FDS (VO) 9,302 +35 $1,525
     VO9,302+35$1,525
EXXON MOBIL CORP 33,235 -351 $1,486
     XOM33,235-351$1,486
NEXTERA ENERGY INC 6,111 +4 $1,468
     NEE6,111+4$1,468
PROCTER AND GAMBLE CO 12,182 +141 $1,457
     PG12,182+141$1,457
FIDELITY COMWLTH TR 3,331 -140 $1,303
     ONEQ3,331-140$1,303
AT&T INC 40,883 -365 $1,236
     T40,883-365$1,236
VANGUARD INDEX FDS (VNQ) 15,676 -1,199 $1,231
     VNQ15,676-1,199$1,231
JOHNSON & JOHNSON 8,404 +364 $1,182
     JNJ8,404+364$1,182
SCHWAB STRATEGIC TR 21,482 +1,036 $1,130
     SCHM21,482+1,036$1,130
VANGUARD ADMIRAL FDS INC (VIOO) 8,766 -395 $1,097
     VIOO8,766-395$1,097
VANGUARD WORLD FDS (VHT) 5,209 -21 $1,004
     VHT5,209-21$1,004
BK OF AMERICA CORP 41,115 -632 $976
     BAC41,115-632$976
UNITEDHEALTH GROUP INC 3,129 -157 $923
     UNH3,129-157$923
PPL CORP 35,116 +175 $907
     PPL35,116+175$907
SCHWAB STRATEGIC TR 13,446 +1,050 $879
     SCHA13,446+1,050$879
ISHARES TR (IWF) 4,372 +66 $839
     IWF4,372+66$839
PEPSICO INC 6,064 -50 $802
     PEP6,064-50$802
SPDR DOW JONES INDL AVERAGE (DIA) 3,064 -1,458 $790
     DIA3,064-1,458$790
BOEING CO 4,299 -430 $788
     BA4,299-430$788
QUALCOMM INC 8,640 +102 $788
     QCOM8,640+102$788
VERIZON COMMUNICATIONS INC 13,870 +3,513 $765
     VZ13,870+3,513$765
LOCKHEED MARTIN CORP 2,087 -442 $762
     LMT2,087-442$762
ALTRIA GROUP INC 18,894 +518 $742
     MO18,894+518$742

See Full List: All Stocks Held By CRA Financial Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By CRA Financial Services LLC

Size ($ in 1000's)
At 06/30/2020: $189,365
At 03/31/2020: $156,244

CRA Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CRA Financial Services LLC 13F filings. Link to 13F filings: SEC filings

CRA Financial Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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